Macro & Markets
Flash market – The Fed is not rushing
The Fed meeting resulted in a status quo. The surprise could appear hawkish for the dot plot with a median projection of only one cut...
Macro & Markets
Market Flash – Return of European Political Risk?
What strategy to adopt following the announcement of the dissolution of the Assembly in France?
Often less closely watched than other elections, rarely has a...
Macro & Markets
Weekly flash : Week 22
The New York Fed is Concerned About Credit Card Defaults.
ECB: Starting Signal.
OPEC+ Ministers Reject Bearish Reaction to Oil Production Increase.
The New York Fed is...
Macro & Markets
Macro-economic point – June 2024
United States: avoiding another wave of inflation
Europe: sustaining growth momentum
Japan: yen's impact on inflation may push BoJ to accelerate
China: two-speed economy
The question of the...
Macro & Markets
Allocation – June 2024
Asset Allocation: Growth Dynamics Limit Appreciation Potential
We continue along the same lines as the previous month. We believe that the disinflation process will resume...
Macro & Markets
Macro-economic point – May 2024
American disinflation, which has been underway for several months, appears to be slowing down and casting doubt on the Fed's future actions.
The economic recovery...
Macro & Markets
Allocation – May 2024
Market volatility should present opportunities.
We believe geopolitical tensions have peaked.
We prefer to seek opportunities in more "value" segments in Europe.
The hesitations of the Bank...
Macro & Markets
Market Flash – A New Unfavorable Trajectory for US Inflation and Doubts About Its Return to 2%
A New Unfavorable Trajectory for US Inflation and Doubts About Its Return to 2%.
THE FACTS
US inflation surprises on the upside for the fourth consecutive...
